FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.53B
1-Year Est. Return 15.73%
This Quarter Est. Return
1 Year Est. Return
+15.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.96B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.71M
3
+$3.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.96M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.91M

Top Sells

1
+$3.8M
2
+$3.17M
3
+$2.46M
4
BKH icon
Black Hills Corp
BKH
+$1.25M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.24M

Sector Composition

1 Technology 15.76%
2 Financials 13.18%
3 Healthcare 10.11%
4 Industrials 8.68%
5 Consumer Staples 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$1.77K ﹤0.01%
50
1177
$1.77K ﹤0.01%
100
1178
$1.76K ﹤0.01%
110
1179
$1.76K ﹤0.01%
22
1180
$1.76K ﹤0.01%
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1181
$1.75K ﹤0.01%
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1182
$1.75K ﹤0.01%
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1183
$1.75K ﹤0.01%
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1184
$1.75K ﹤0.01%
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1185
$1.74K ﹤0.01%
40
1186
$1.74K ﹤0.01%
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1187
$1.73K ﹤0.01%
23
-2
1188
$1.73K ﹤0.01%
20
1189
$1.72K ﹤0.01%
41
1190
$1.72K ﹤0.01%
24
-2
1191
$1.72K ﹤0.01%
40
1192
$1.71K ﹤0.01%
30
1193
$1.71K ﹤0.01%
47
1194
$1.71K ﹤0.01%
88
1195
$1.71K ﹤0.01%
65
1196
$1.7K ﹤0.01%
35
1197
$1.7K ﹤0.01%
27
-2
1198
$1.7K ﹤0.01%
33
1199
$1.7K ﹤0.01%
18
1200
$1.7K ﹤0.01%
129
46 47
48
49 50